1.  When logging in to PerfectForms™ for the first time, you are shown the Getting Started page.  Here you can:

For On-Premise users, the sample form is the one that your administrator selected in the Administration Console. If no form was specified, then the Getting Started screen will not be displayed.

Note: To bypass the Getting Started page and always go directly to the Dashboards when you log in, uncheck the Show at startup check box at the bottom of the page.

2.  After logging in to PerfectForms™, full users who have opted to bypass the Getting Started page are shown the Dashboard tab that had focus the last time they logged off. In this example, the Forms Dashboard is displayed. Here you can view form instances you are involved with and design or edit forms for which you have edit permissions. You can select any of the other Dashboards to view or edit reports, view any notifications that involve you, create or edit connections, and adjust account settings.

Note: Basic users do not have privileges to create or edit forms, reports, connections or users. Because of this, they will not have the Go to Dashboard option displayed on their Getting Started screen. For more information on basic users, see the Navigating PerfectForms™ section of the PerfectForms™ Help Guide.